Global Salesforce CRM Document Generation Software
Market Report
2025
The Salesforce CRM document generation software was valued at USD 850 million in 2022 and will reach USD 1.95 billion by 2030, registering a CAGR of 11% for the forecast period 2023-2030.
The base year for the calculation is 2024. The historical will be 2021 to 2024. The year 2025 will be estimated one while the forecasted data will be from year 2025 to 2033. When we deliver the report that time we updated report data till the purchase date.
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The Salesforce CRM document generation software was valued at USD 850 million in 2022 and will reach USD 1.95 billion by 2030, registering a CAGR of 11% for the forecast period 2023-2030.
2021 | 2025 | 2033 | CAGR | |
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Global Salesforce CRM Document Generation Software Market Sales Revenue | 121212 | 121212 | 121212 | 11% |
Base Year | 2024 |
Historical Data Time Period | 2021-2024 |
Forecast Period | 2025-2033 |
Market Split by Type |
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Market Split by Application |
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List of Competitors |
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Regional Analysis |
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Country Analysis |
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Salesforce CRM Document Generation Software Market is Segmented as below. Particular segment of your interest can be provided without any additional cost. Download the Sample Pages!
Many companies are switching from using Excel spreadsheets to using Customer Relationship Management (CRM) software to improve their customers' experiences. This change is happening thanks to the advancement of technology and the widespread availability of high-speed internet. As businesses become more complex, they are looking for ways to simplify their operations while still being efficient and cost-effective. One solution that has become increasingly popular is using Salesforce CRM document generation software to securely and reliably document large amounts of data. Many companies are embracing new technologies and experimenting with different components of their business, such as sales, HR, business intelligence, and operations, to find ways to function with limited resources. The company has important client information in documents that need to be kept secure. Different authorities have data safety rules that must be followed for customer compliance. The CRM document creation software has multiple layers of security, making it difficult to breach. Salesforce CRM Document Generation Software allows companies to gather and analyze data, leading to more successful sales and marketing strategies. With this software, businesses can automate the generation of documents, saving time and costs. By automating the document-generating process, organizations can be more efficient.
The market may explore new dynamics and improve company documentation experiences by integrating cutting-edge technologies like artificial intelligence, predictive learning, and machine learning with Salesforce CRM document-generating software. According to a global survey, the market for salesforce CRM document creation software is propelled by a high rate of return on investment (ROI), lower prices, a rise in the use of web-based documents, and simple installation procedures. Businesses are also implementing Salesforce CRM document-generating tools in an effort to increase productivity and operational effectiveness. With these platforms, anyone can easily create, modify, and print specific documents to meet all their documentation needs. However, it's crucial for organizations to prioritize the protection of these documents, especially since they may contain sensitive consumer information. Fortunately, the CRM document creation software has robust security measures in place that make it challenging for unauthorized access. Additionally, different customer authorities have established compliance requirements for data safety regulations to ensure optimal protection of consumer data. All these factors are boosting the growth of the salesforce CRM document generation software market.
With Salesforce CRM document generation, businesses can create customized documents tailored to their customer's specific needs. This improves the customer experience by providing relevant and helpful information. Additionally, the software enables businesses to collect and analyze data more effectively, leading to better decision-making regarding sales and marketing strategies. Furthermore, salesforce CRM document generation automates the document creation process, saving businesses valuable time and resources.
The market for Salesforce CRM Document Generation Software is experiencing rapid growth, but it faces some significant obstacles that are impeding its progress. The primary restraints include concerns regarding data security and privacy, a lack of awareness among small and medium-sized enterprises, and high initial investment costs. Additionally, ensuring the quality of documents generated by the software is a major challenge.
The COVID-19 pandemic has caused significant disruption across several global markets due to restrictions on logistics and market limitations imposed by governments. However, a few markets have benefited from the pandemic's effects. The need for real-time online documentation of transactions has led to increased demand for customer data retention. The pandemic has resulted in the closure of manufacturing facilities and limited logistical operations, putting a strain on several sectors. As a result, there has been a growing demand for improved customer experience due to remote employment. Companies can use Salesforce CRM document-generating software to document client information and sales.
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In 2025, global trade has entered a period of renewed volatility as the U.S., under President Donald Trump, introduced sweeping tariffs known as the Liberation Day Tariffs. Aimed at addressing trade imbalances and foreign supply chain dominance, the tariffs range from 10% on allies like Australia and the UK to 46% on Vietnamese goods and 34% on Chinese imports. A 25% universal tariff on steel, aluminum, and auto parts has further strained global trade ties. The electronics sector is among the hardest hit, particularly due to the escalating U.S.China trade war. Tariffs on Chinese goods now reach up to 145% in sectors like semiconductors and consumer electronics, while China has retaliated with up to 125% duties and restrictions on critical mineral exports. This has disrupted just-in-time supply chains and increased component costs.
Specific tariffs include 25% on semiconductors, 20% on lithium-ion batteries, and 10–15% on consumer electronics like laptops and tablets, leading to higher retail prices and reduced consumer demand. Sub-sectors such as home automation, computer hardware, communication electronics, medical devices, and industrial electronics are all under pressure due to rising input costs and supply chain delays. Companies are revisiting suppliers, shifting sourcing to countries like India, Mexico, and Vietnam, and redesigning products to avoid high-tariff components.
China remains a key player, contributing USD 119 billion in electronics exports to the U.S. in 2023. Even components routed through countries like Malaysia and Vietnam often rely on Chinese subparts, making the ripple effect of tariffs widespread. U.S. electronics firms operating on thin margins are seeing input costs rise 18–25%, with contract manufacturers in alternative regions facing capacity constraints.
Market research is now critical. It helps companies identify new suppliers, analyze cost trends, optimize product design, forecast demand shifts, and track regulatory changes. Tools like supplier mapping, BOM optimization, and scenario planning support strategic responses to ongoing disruptions. Leading firms like Apple and Dell are expanding production outside China, while others invest in digital supply chain tools and redesign products for cost resilience. In this evolving trade environment, firms that leverage research-driven strategies are better positioned to adapt and thrive.
Nintex has launched its automated document creation without code.
It includes any data, any document, and any delivery, simplifying processes and security of data storage. This fuels the demand for salesforce CRM document generation software.
Top Companies Market Share in Salesforce CRM Document Generation Software Industry: (In no particular order of Rank)
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Over the projection period, North America is predicted to have considerable expansion. Due to the region's established IT infrastructure and the growing need from businesses for document-generating software to improve operational efficiency and productivity, this rise may be explained. The need for salesforce CRM document-generating software is also increasing as a result of increased use of the most recent technologies, fast digitalization, and rising data loads. The rise of the North American market is further supported by the e-commerce industry's expansion as a result of the rising popularity of online shopping.=
The current report Scope analyzes Salesforce CRM Document Generation Software Market on 5 major region Split (In case you wish to acquire a specific region edition (more granular data) or any country Edition data then please write us on info@cognitivemarketresearch.com
The above graph is for illustrative purposes only.
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Global Salesforce CRM Document Generation Software Market Report 2025 Edition talks about crucial market insights with the help of segments and sub-segments analysis. In this section, we reveal an in-depth analysis of the key factors influencing Salesforce CRM Document Generation Software Industry growth. Salesforce CRM Document Generation Software market has been segmented with the help of its Type, Application , and others. Salesforce CRM Document Generation Software market analysis helps to understand key industry segments, and their global, regional, and country-level insights. Furthermore, this analysis also provides information pertaining to segments that are going to be most lucrative in the near future and their expected growth rate and future market opportunities. The report also provides detailed insights into factors responsible for the positive or negative growth of each industry segment.
The highest CAGR is anticipated for the cloud-based segment during the forecast period.
Cloud-based is the most popular category and will account for the largest share of the market over the projection period. According to the data, the cloud-based type is expected to grow at a rate of 10.5% throughout the projection period. The same market sector was previously expanding at a CAGR of 11.7%. The widespread use of the internet, rising digitalization, and the incorporation of solutions for customer data management are the driving forces behind the expansion of this market. Its expansion is also attributed to improved storage that is trustworthy and secure, such as cloud-based software.
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The large enterprises segment held the dominant share of the market
The largest segment in the application category is comprised of large enterprises, which is expected to continue to be the case for the foreseeable future. This segment is growing at a compound annual growth rate (CAGR) of 10%. The growth is driven by several factors such as the need to manage complex data, the integration of the latest technology, and the investment of substantial capital to improve the overall customer experience.
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Senior Research Analyst at Cognitive Market Research
ResearchGate Profile: https://www.researchgate.net/profile/Kalyani-Raje
An optimistic Senior Research Analyst with years of experience in competitive assessment and business consulting. A seasoned professional and subject-matter expert (SME) in the Automobile and transportation vertical.
With a work experience of over 10+ years in the market research and strategy development. I have worked with diverse industries, including FMCG, IT, Telecom, Automotive, Electronics and many others. I also work closely with other departments such as sales, product development, and marketing to understand customer needs and preferences, and develop strategies to meet those needs.
I am committed to staying ahead in the rapidly evolving field of research and analysis. This involves regularly attending conferences, participating in webinars, and pursuing additional certifications to enhance my skill set. I played a crucial role in conducting market research and competitive analysis. I have a proven track record of distilling complex datasets into clear, concise reports that have guided key business initiatives. Collaborating closely with multidisciplinary teams, I contributed to the development of innovative solutions grounded in thorough research and analysis.
Our study will explain complete manufacturing process along with major raw materials required to manufacture end-product. This report helps to make effective decisions determining product position and will assist you to understand opportunities and threats around the globe.
The Global Salesforce CRM Document Generation Software Market is witnessing significant growth in the near future.
In 2023, the On-Premises segment accounted for noticeable share of global Salesforce CRM Document Generation Software Market and is projected to experience significant growth in the near future.
The Large Enterprises segment is expected to expand at the significant CAGR retaining position throughout the forecast period.
Some of the key companies Conga, SpringCM and others are focusing on its strategy building model to strengthen its product portfolio and expand its business in the global market.
Please note, we have not disclose, all the sources consulted/referred during a market study due to confidentiality and paid service concern. However, rest assured that upon purchasing the service or paid report version, we will release the comprehensive list of sources along with the complete report and we also provide the data support where you can intract with the team of analysts who worked on the report.
Disclaimer:
Type | On-Premises, Cloud-Based |
Application | Large Enterprises, SMEs |
List of Competitors | Conga, Nintex, SpringCM, DealHub, WebMerge, Windward Studios, S Docs, Docomotion, Documill |
This chapter will help you gain GLOBAL Market Analysis of Salesforce CRM Document Generation Software. Further deep in this chapter, you will be able to review Global Salesforce CRM Document Generation Software Market Split by various segments and Geographical Split.
Chapter 1 Global Market Analysis
Global Market has been segmented on the basis 5 major regions such as North America, Europe, Asia-Pacific, Middle East & Africa, and Latin America.
You can purchase only the Executive Summary of Global Market (2019 vs 2024 vs 2031)
Global Market Dynamics, Trends, Drivers, Restraints, Opportunities, Only Pointers will be deliverable
This chapter will help you gain North America Market Analysis of Salesforce CRM Document Generation Software. Further deep in this chapter, you will be able to review North America Salesforce CRM Document Generation Software Market Split by various segments and Country Split.
Chapter 2 North America Market Analysis
This chapter will help you gain Europe Market Analysis of Salesforce CRM Document Generation Software. Further deep in this chapter, you will be able to review Europe Salesforce CRM Document Generation Software Market Split by various segments and Country Split.
Chapter 3 Europe Market Analysis
This chapter will help you gain Asia Pacific Market Analysis of Salesforce CRM Document Generation Software. Further deep in this chapter, you will be able to review Asia Pacific Salesforce CRM Document Generation Software Market Split by various segments and Country Split.
Chapter 4 Asia Pacific Market Analysis
This chapter will help you gain South America Market Analysis of Salesforce CRM Document Generation Software. Further deep in this chapter, you will be able to review South America Salesforce CRM Document Generation Software Market Split by various segments and Country Split.
Chapter 5 South America Market Analysis
This chapter will help you gain Middle East Market Analysis of Salesforce CRM Document Generation Software. Further deep in this chapter, you will be able to review Middle East Salesforce CRM Document Generation Software Market Split by various segments and Country Split.
Chapter 6 Middle East Market Analysis
This chapter will help you gain Middle East Market Analysis of Salesforce CRM Document Generation Software. Further deep in this chapter, you will be able to review Middle East Salesforce CRM Document Generation Software Market Split by various segments and Country Split.
Chapter 7 Africa Market Analysis
This chapter provides an in-depth analysis of the market share among key competitors of Salesforce CRM Document Generation Software. The analysis highlights each competitor's position in the market, growth trends, and financial performance, offering insights into competitive dynamics, and emerging players.
Chapter 8 Competitor Analysis (Subject to Data Availability (Private Players))
(Subject to Data Availability (Private Players))
Data Subject to Availability as we consider Top competitors and their market share will be delivered.
Data Subject to Availability as we consider Top competitors and their market share will be delivered.
Data Subject to Availability as we consider Top competitors and their market share will be delivered.
Data Subject to Availability as we consider Top competitors and their market share will be delivered.
Data Subject to Availability as we consider Top competitors and their market share will be delivered.
Data Subject to Availability as we consider Top competitors and their market share will be delivered.
Data Subject to Availability as we consider Top competitors and their market share will be delivered.
Data Subject to Availability as we consider Top competitors and their market share will be delivered.
Data Subject to Availability as we consider Top competitors and their market share will be delivered.
This chapter would comprehensively cover market drivers, trends, restraints, opportunities, and various in-depth analyses like industrial chain, PESTEL, Porter’s Five Forces, and ESG, among others. It would also include product life cycle, technological advancements, and patent insights.
Chapter 9 Qualitative Analysis (Subject to Data Availability)
Segmentation Type Analysis 2019 -2031, will provide market size split by Type. This Information is provided at Global Level, Regional Level and Top Countries Level The report with the segmentation perspective mentioned under this chapters will be delivered to you On Demand. So please let us know if you would like to receive this additional data as well. No additional cost will be applicable for the same.
Chapter 10 Market Split by Type Analysis 2021 - 2033
The report with the segmentation perspective mentioned under this chapters will be delivered to you On Demand. So please let us know if you would like to receive this additional data as well. No additional cost will be applicable for the same.
Chapter 11 Market Split by Application Analysis 2021 - 2033
This chapter helps you understand the Key Takeaways and Analyst Point of View of the global Salesforce CRM Document Generation Software market
Chapter 12 Research Findings
Here the analyst will summarize the content of entire report and will share his view point on the current industry scenario and how the market is expected to perform in the near future. The points shared by the analyst are based on his/her detailed in-depth understanding of the market during the course of this report study. You will be provided exclusive rights to interact with the concerned analyst for unlimited time pre purchase as well as post purchase of the report.
Chapter 13 Research Methodology and Sources
Why On-Premises have a significant impact on Salesforce CRM Document Generation Software market? |
What are the key factors affecting the On-Premises and Cloud-Based of Salesforce CRM Document Generation Software Market? |
What is the CAGR/Growth Rate of Large Enterprises during the forecast period? |
By type, which segment accounted for largest share of the global Salesforce CRM Document Generation Software Market? |
Which region is expected to dominate the global Salesforce CRM Document Generation Software Market within the forecast period? |
Segmentation Level Customization |
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Global level Data Customization |
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Region level Data Customization |
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Country level Data Customization |
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Company Level |
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Additional Data Analysis |
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Additional Qualitative Data |
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Additional Quantitative Data |
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Service Level Customization |
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Report Format Alteration |
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